| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| Grand Loyal Asset Management Limited | RO | Advising on securities | 2025-10-10 | - |
| RO | Asset management | 2025-10-10 | - | |
| AP Capital Management (Hong Kong) Limited | RO | Advising on futures contracts | 2019-07-12 | 2025-03-20 |
| RO | Advising on securities | 2019-07-12 | 2025-03-20 | |
| RO | Asset management | 2019-07-12 | 2025-03-20 | |
| RO | Dealing in futures contracts | 2019-07-12 | 2025-03-20 | |
| RO | Dealing in securities | 2019-07-12 | 2025-03-20 | |
| Rep | Advising on futures contracts | 2019-06-28 | 2019-07-12 | |
| Rep | Advising on securities | 2019-06-12 | 2019-07-12 | |
| Rep | Asset management | 2019-06-12 | 2019-07-12 | |
| Rep | Dealing in futures contracts | 2019-06-12 | 2019-07-12 | |
| Rep | Dealing in securities | 2019-06-12 | 2019-07-12 | |
| Quam Securities Limited | Rep | Advising on securities | 2016-08-23 | 2019-04-10 |
| Rep | Asset management | 2015-05-20 | 2019-04-10 | |
| Rep | Dealing in futures contracts | 2014-02-06 | 2019-04-10 | |
| Rep | Dealing in securities | 2014-02-06 | 2019-04-10 |